appraiser defense.com ted whitmer, mai ccim attorney
TRANSCRIPT
Appraiser Defense.comTed Whitmer,
MAI CCIM Attorney
Background• About Ted Whitmer• Services–Legal: Defend Appraisers–Consulting: Assist Attorneys–Review: Act as Expert
Witness
The Complaint Process
• Who Complains?–Dodd Frank–Others – TDI, home owner, attorney,
etc.–Board Initiated – Experience, other
complaint, testimony in court case, etc.
The Complaint Process
• Steps–Complaint–Answer–Dismissal or Informal Conference–Agreed Order, Dismissal or SOAH
The Complaint Process
• Common Mistakes in an Answer–Failing to Respond–Too little information–Too much information–Misunderstanding Record Keeping
Do You Need Representation?• Greater than 50% of cases are
dismissed• Many cases are lost on the answer• I will use a lawyer if there is a
complaint file on me
What I Offer • Three Levels of Service through
Informal conference–A Do-it-yourself kit to answer a complaint–Above + will look over the answer–Legal Representation: All of the above +
will represent you through either dismissal, Agreed Order, or Informal Conference.
What I Offer
• The fourth level of representation is not listed in the previous three – I will represent you in a State Office of Administrative Hearing case (SOAH) if there is no settlement.
What Do You Need to Do Now?
• First: Contact an attorney• Second: Contact your insurance
company• Third: Get an extension or timely
answer the complaint
Videos Included in Services
• Answering a complaint
• Overview of the Process
• Overview of Laws & Regulations
• Workfile: What is it?• Preparing for an
Informal Conference
• Better Practices 1: Avoiding Trouble
• Better Practices 2: Avoiding Trouble
• Agreed Order: Ramifications
• Being a Better Witness• Overview of SOAH• Discovery in SOAH• Mediation in SOAH
Contact Information
• Ted Whitmer• 2508 Merrimac Ct• College Station, TX 77845
• Phone: 979.690.9465• Email: [email protected]